Prepare and present renewal outcomes to the client in a timely manner.

Recommend improvements based on changing employee benefit legislation, suggest strategies to address client concerns, and provide resolutions if discrepancies, errors or inconsistencies are contained within the information.

Manage the transition timeline for converting to a new provider.

Conduct employee meetings to communicate benefit options as needed.

Responsible for reviewing contracts, plan documents, Summary Plan Descriptions and other legal documents for accuracy and ensuring all material is sent to client in a timely manner.

Act as a leader for Client Service Team members.

Create an environment oriented to trust, open communication, and cohesive team effort.

Facilitate problem solving and collaboration when faced with client difficulties.

Focus the team on client requirements, familiarizing them with client specifications, work procedures and processes, quality standards, techniques and tools to support performance

Provide necessary business information to enhance the team’s professional development.

Ensure deliverables satisfy client requirements, cost and schedule.

Work closely with Director of Employee Health & Benefits Division, Benefits Service Manager and Director of Operations to obtain necessary resources to support the team’s requirements, discuss project impediments, and to escalate issues which cannot be resolved by the team.

Review quarterly production and activity reports.

Ensure good file maintenance with documentation of account issues and maintenance of the Agency Management System.

Establish and consistently maintain effective and positive working relationships with Associates and clients.

Education and/or Experience

FINRA Series 63 & 7. Series 65/66 preferred or willingness to achieve within 1 year.

AIF designation or willingness to achieve within 6 months of date of hire.

Professional history must show increasing levels responsibility directly related to the performance of the above duties.

Familiarity with the Employee Health & Benefits marketplace to include unique business industry needs, educational and professional development associations, carriers, and other broker agencies.

Basic financial analysis technical knowledge and understanding of various investment and group retirement plans federal and state legislation.

Ability to make independent decisions and use good judgment in addressing and servicing client needs.

Strong communication skills with the ability to provide non-technical explanations to technical matters, and summarize and present information in a clear, concise and accurate written and verbal format.

Maintain a valid unrestricted Life and Disability License in California and meet the continuing education requirements.

Must have knowledge of general office personal computing with the ability and willingness to learn and use all computer programs as required to include MS Windows 7, Office 2010, and various financial industry software.

Work Environment & Physical Demands

Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones. Work is performed in a typical interior/office work environment.

Travel to client sites is required. Usually travel is within driving distance, but may occasionally consist of 2 – 5 night stay out of town

Extended work hours (10 – 12 hrs/day) required on occasion to attend and participate in networking and industry functions that begin before the workday, and may extend into the evening.